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Rule Hoffman Team

 
William Blair Private Wealth Management
 
 

Members of the Rule Hoffman Team

Our Team

PWM Professional Resources

  • lauracoy

    Laura Coy

    Partner, Head of Philanthropy and Sustainability

    +1 312 364 8037
    View profile
  • tylerglover

    Tyler Glover

    Partner, Managing Director, Private Wealth Management Consulting Services

    +1 312 364 8654
    View profile
  • Archie Kantzavelos

    Archie Kantzavelos

    Senior Vice President, Wealth Strategy

    +1 312 364 5045
    View profile
  • Kelly Oliven

    Kelly Oliven

    Senior Vice President, Wealth Strategy

    +1 312 364 8451
    View profile

About William Blair

William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 1,900+

    Employees worldwide

  • 139 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • ~650

    Companies under coverage

As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

  • Your 2025 Tax Reference Guide

    Taxes don’t have to be taxing. Review William Blair’s tax reference guides so you’ll know exactly what to expect and how to prepare when you file your taxes.

    Read more
  • Woman at a computer

    Risk: Understanding and Managing an Inevitable Part of Investing

    Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.

    Read more
  • Financing a College Education: Options to Consider

    Tips for developing the best strategy while keeping your financial goals intact.

    Read more

Our Latest News

  • Astera Labs, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Astera Labs, Inc. (ALAB $94.46), a provider of semiconductor solutions for PCIe and Ethernet connectivity use-cases, across a multiproduct portfolio that includes Aries, Tauris, Leo, and Scorpio product lines.

    Read more
  • Lifecore Biomedical, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Lifecore Biomedical, Inc. (LFCR $6.71), a U.S.-based contract development and manufacturing organization (CDMO).

    Read more
  • Primutec Solutions Group Has Agreed to be Acquired by Trill Impact

    William Blair acted as the exclusive financial advisor to Primutec Solutions Group B.V., owned by Funds advised by DPE Deutsche Private Equity Management and management, in connection with its pending sale to Funds managed by Trill Impact.

    Read more

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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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